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John Pantekidis

Investment adviser representative at Twin Focus Capital Partners, LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$4.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. Twin Focus Capital Partners, LLCJan 2007 to now

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (MA).

Twin Focus Capital Partners, LLC

$4.6BAssets managed
83Clients
19Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4733045
Firm CRD
140522
Advisor's SEC record (opens in a new tab)
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